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Wec Energy Group shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $49k 600 82.12
2023-12-31 $62k 736 84.17
2023-09-30 $59k 736 80.55
2023-06-30 $65k 736 88.24
2023-03-31 $57k 600 94.79
2022-12-31 $56k 600 93.76

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Wec Energy Group

Vanguard Group
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Legal & General Group
Pnc Financial Services
Bank of New York Mellon
CalPERS
Neuberger Berman Group
Principal Financial Group
Millennium Management
Charles Schwab Investment Management
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Wec Energy Group